See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,903 | $99,877-80.1% | $84,966-76.6% | $145,922-86.4% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 16.30% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $950 | $3,231-70.6% | $2,727-65.2% | $4,660-79.6% |
| Participant deferral / active EE | $8,069 | $5,291+52.5% | $4,519+78.5% | $6,688+20.6% |
| Admin fee / account holder | $466 | $7,248-93.6% | $6,149-92.4% | $13,397-96.5% |